SPDR S&P MIDCAP 400 ETF TR's ticker is MDY and the CUSIP is 78467Y107. A total of 1,116 filers reported holding SPDR S&P MIDCAP 400 ETF TR in Q1 2023. The put-call ratio across all filers is 1.70 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $463,032 | +1.0% | 1,014 | +6.0% | 0.02% | +4.8% |
| Q2 2023 | $458,316 | +9.5% | 957 | +4.8% | 0.02% | -4.5% |
| Q1 2023 | $418,528 | +14.0% | 913 | +10.1% | 0.02% | +15.8% |
| Q4 2022 | $367,072 | +10.2% | 829 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $333,000 | -2.9% | 829 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $343,000 | -15.7% | 829 | 0.0% | 0.02% | -9.5% |
| Q1 2022 | $407,000 | +24.8% | 829 | +31.8% | 0.02% | +23.5% |
| Q4 2021 | $326,000 | +7.9% | 629 | 0.0% | 0.02% | -5.6% |
| Q3 2021 | $302,000 | -2.3% | 629 | 0.0% | 0.02% | -5.3% |
| Q2 2021 | $309,000 | -11.5% | 629 | -14.3% | 0.02% | -17.4% |
| Q1 2021 | $349,000 | +32.2% | 734 | +16.7% | 0.02% | +27.8% |
| Q4 2020 | $264,000 | +23.9% | 629 | 0.0% | 0.02% | +5.9% |
| Q3 2020 | $213,000 | +4.4% | 629 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $204,000 | -5.1% | 629 | -23.2% | 0.02% | -19.0% |
| Q1 2020 | $215,000 | -39.9% | 819 | -14.2% | 0.02% | -27.6% |
| Q4 2019 | $358,000 | +6.5% | 954 | 0.0% | 0.03% | -3.3% |
| Q3 2019 | $336,000 | -0.6% | 954 | 0.0% | 0.03% | -6.2% |
| Q2 2019 | $338,000 | -28.4% | 954 | -30.2% | 0.03% | -31.9% |
| Q1 2019 | $472,000 | +27.6% | 1,366 | +11.7% | 0.05% | +14.6% |
| Q4 2018 | $370,000 | -25.3% | 1,223 | -9.3% | 0.04% | -18.0% |
| Q3 2018 | $495,000 | +14.8% | 1,348 | +10.9% | 0.05% | +6.4% |
| Q2 2018 | $431,000 | +3.9% | 1,215 | 0.0% | 0.05% | 0.0% |
| Q1 2018 | $415,000 | -10.8% | 1,215 | -9.7% | 0.05% | -7.8% |
| Q4 2017 | $465,000 | +9.7% | 1,346 | +3.5% | 0.05% | +4.1% |
| Q3 2017 | $424,000 | +2.7% | 1,300 | 0.0% | 0.05% | -2.0% |
| Q2 2017 | $413,000 | +13.5% | 1,300 | +11.6% | 0.05% | +6.4% |
| Q1 2017 | $364,000 | +15.2% | 1,165 | +11.3% | 0.05% | +4.4% |
| Q4 2016 | $316,000 | +6.8% | 1,047 | 0.0% | 0.04% | 0.0% |
| Q3 2016 | $296,000 | +3.9% | 1,047 | 0.0% | 0.04% | +2.3% |
| Q2 2016 | $285,000 | +8.8% | 1,047 | +5.0% | 0.04% | +10.0% |
| Q1 2016 | $262,000 | -1.9% | 997 | -8.7% | 0.04% | -18.4% |
| Q4 2013 | $267,000 | – | 1,092 | – | 0.05% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LCM Capital Management Inc | 37,357 | $15,447,000 | 15.21% |
| Granite Bay Wealth Management, LLC | 41,124 | $17,004,000 | 13.19% |
| Conservest Capital Advisors, Inc. | 238,520 | $98,626,000 | 12.28% |
| Oldfather Financial Services, LLC | 44,409 | $19,788,000 | 11.29% |
| WADDELL & ASSOCIATES, LLC | 131,017 | $54,174,000 | 11.03% |
| Linker Capital Management Inc. | 21,292 | $8,804,000 | 10.94% |
| Hummer Financial Advisory Services Inc | 17,173 | $7,125,000 | 8.07% |
| ARVEST TRUST CO N A | 294,019 | $121,574,000 | 7.96% |
| Veritable, L.P. | 1,010,720 | $417,923,000 | 7.53% |
| Corsicana & Co. | 22,776 | $9,418,000 | 7.45% |